Trump's tariff increases are bringing a dual impact and opportunity to the cryptocurrency market. In the short term, the 0.74 high correlation between Bitcoin and U.S. stocks has triggered a chain reaction, with prices briefly dropping from $87,400 to $82,100, leading to increased market risk aversion; however, the long-term logic is being restructured - sovereign nations are beginning to incorporate cryptocurrencies into their strategic reserves, with Brazil planning to allocate 5% of its foreign exchange reserves to Bitcoin, and Russia allowing companies to settle international trade in Bitcoin to bypass sanctions. This type of 'compliance breakthrough' is pushing crypto assets from speculative tools to cross-border payment and reserve currency.

On the technical side, Binance's low-interest lending products and XBIT's tariff hedging contracts are helping market participants reduce trade costs, with enterprise-level payment transaction volume on the Solana chain increasing by 127% month-on-month. However, risks remain: the traditional safe-haven properties of cryptocurrencies are being tested in the tariff war, and it is necessary to be wary of the uncertainty of policy implementation progress and regulatory frameworks. In the long run, demand for sovereign reserves and the expansion of enterprise application scenarios may become new engines for the market, making it crucial to pay attention to the policy trends of relevant countries and the progress of technology implementation.